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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1851
Capital Advantage
California
$421K -$26.1K -581 -6%
SAA
1852
Southeast Asset Advisors
Georgia
$420K +$1.89K +42 +0.5%
AAP
1853
Arax Advisory Partners
Colorado
$419K -$60.4K -1,343 -13%
GIA
1854
Guyasuta Investment Advisors
Pennsylvania
$419K -$24.7K -550 -6%
CAM
1855
Cozad Asset Management
Illinois
$418K +$46.5K +1,034 +14%
GJCM
1856
Grand Jean Capital Management
California
$414K +$45K +1,000 +13%
WCM
1857
Whitener Capital Management
North Carolina
$412K – – –
CWS
1858
Cypress Wealth Services
California
$412K +$1.39K +31 +0.4%
RIA
1859
RPG Investment Advisory
California
$411K -$43K -955 -10%
TMAM
1860
Tokio Marine Asset Management
Japan
$409K -$141K -3,130 -27%
PBO
1861
Peoples Bank (Ohio)
Ohio
$409K -$15.7K -348 -4%
MFS
1862
Madrona Financial Services
Washington
$409K – – –
HCA
1863
Harbour Capital Advisors
Virginia
$408K +$36K +800 +11%
BCM
1864
Brown Capital Management
Maryland
$406K -$9K -200 -2%
HFS
1865
Haverford Financial Services
Pennsylvania
$403K +$4.09K +91 +1%
SSP
1866
Sapphire Star Partners
Washington
$399K -$184K -4,100 -33%
SCI
1867
Stableford Capital II
Arizona
$398K +$368K +8,177 New
DAM
1868
Diamant Asset Management
Connecticut
$397K – – –
PWAG
1869
Polaris Wealth Advisory Group
California
$397K +$367K +8,170 New
NAMP
1870
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$395K +$82.5K +1,834 +29%
HR
1871
Howe & Rusling
New York
$393K +$69.3K +1,540 +24%
SFC
1872
SYM Financial Corp
Indiana
$393K +$364K +8,087 New
MWM
1873
Meridian Wealth Management
Kentucky
$392K -$105K -2,330 -22%
LWA
1874
Lenox Wealth Advisors
New York
$388K -$20.3K -451 -5%
VCM
1875
Vivaldi Capital Management
Illinois
$387K -$36.3K -806 -9%
73 74
75
76 77